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Connecting Chase Bank to QuickBooks Online

by Intuit Updated 5 months ago

Learn how to connect your Chase bank account to QuickBooks Online and QuickBooks Self-Employed.  

Note: To establish a connection with a Chase bank account, you will need to log into QuickBooks using a computer browser. This requirement is only applicable during the initial setup process. Once your account is successfully connected, you can use a mobile app to access and manage your financial information.

To connect your Chase bank account: 

  1. Login to QuickBooks on a computer
  2. Select to Transactions.
  3. Select the Bank transactions (Take me there) tab.
  4. Select Connect account. If you’ve already connected an account, select Link account to add a new one.
  5. Select your ‘Chase (UK) - Desktop Only’ and select Let’s go
  6. Read through the terms and conditions, then select Agree
  7. Scan the QR code on your mobile device. You will then be directed to the Chase app to complete the authorisation flow. You will be redirected back to QuickBooks to complete the connection.
  8. Select the account you want to share with QuickBooks, such as savings, current or credit card.
    Note: Select an account type that matches your chart of accounts. If you don’t see the correct account type, select + Add new.

Reconfirm your bank feed consent

Every 90 days, you must reconfirm your consent to help ensure your financial data keep importing into QuickBooks.  Here’s how you can reconfirm your consent in QuickBooks Online. If you use QuickBooks Self-Employed, refer to the web browser instructions in this article . Note: you cannot have a Chase bank account in QuickBooks on a mobile device.

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple StartQuickBooks Self-Employed

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